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7 results found

  1. Provide a function to mark clients as favourites

    19 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Melissa-Lee Mitchell commented  · 

    Take a look at My Xero - you can do that there (and create groups).

  2. Report Templates - Option to only show logo on cover/front page

    26 votes

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    5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Melissa-Lee Mitchell supported this idea  · 

  3. Reporting - Customisable Contents & Cover pages in New Reports

    44 votes

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    6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template. 

    Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers


    We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports. 


    We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.

    Melissa-Lee Mitchell supported this idea  · 

  4. Xero subscription invoice to be added automatically to xero for reconciliation

    556 votes

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    36 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, to continue sharing on our development of einvoicing in the UK - we've now released our first part of this experience. So, if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll just need to enter your businesses VAT. As mentioned in my last update - we're still developing this experience, and coming up will be the ability to choose this option from the online invoice itself. I'll loop back when this is released.

    Melissa-Lee Mitchell supported this idea  · 

  5. Navigation - Return to previous screen after viewing/editing a transaction

    83 votes

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    submitted  ·  26 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Melissa-Lee Mitchell supported this idea  · 

  6. Payment Service - Multiple online payment options per invoice

    78 votes

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    21 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    working on it  ·  AdminHannah G (Admin, Xero) responded

    Hey community, just a quick update to let you know the team are currently working on this! We’ll pop back to confirm it’s been delivered in the new year 🌟 

    In the meantime three different payment services can be added to an invoice template. These fall under the category credit/debit card, Paypal and bank payments. So you could add Stripe, Paypal and GoCardless to an invoice template branding theme but wouldn’t be able to add both Stripe and Square as these are both debit/credit card options.
    Alternatively multiple invoice templates can be created with different payment services, this would help in some of the scenarios mentioned by a few users in the comments.

    Melissa-Lee Mitchell supported this idea  · 

  7. Files - Automatically include specific file attachments when sending from Xero

    201 votes

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    submitted  ·  59 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Melissa-Lee Mitchell supported this idea  ·